Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| STCGF (Stack Capital Group Inc.) | 76.92% | 119.78% | 59.22% | NA | NA | NA | NA | … | … |
Data as of 06/10/2026, Common starting date is 05/17/2022
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| STCGF (Stack Capital Group Inc.) | 05/17/2022 | 06/10/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -6.74 | 119.78 | 59.22 | NA | NA | NA | NA | … | … | 76.92 | 50.65 | 15.76 | 43.48 | -21.37 |
| Sharpe Ratio | NA | 2.88 | 1.57 | NA | NA | NA | NA | … | … | 6.20 | 1.32 | 0.38 | 1.18 | -1.09 |
| Standard Deviation(%) | NA | 44.11 | 37.78 | NA | NA | NA | NA | … | … | 52.09 | 36.81 | 29.20 | 33.66 | 31.29 |
| Draw Down(%) | NA | 21.06 | 23.30 | NA | NA | NA | NA | … | … | 21.06 | 21.51 | 13.07 | 13.33 | 26.57 |
| Yield(%) | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | … | … | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 06/10/2026, Common starting date is 05/17/2022
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| STCGF (Stack Capital Group Inc.) |
15.57%
Aug 2022 – Aug 2025 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| STCGF (Stack Capital Group Inc.) |
70.35%
May 2023 – May 2026 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart